Insider Trading April 21, 2026 06:46 PM

Starbucks international chief Brady Brewer disposes of $58,800 in company stock

Sale executed under a pre-established 10b5-1 plan; analysts maintain mixed views ahead of fiscal Q2 results

By Jordan Park SBUX
Starbucks international chief Brady Brewer disposes of $58,800 in company stock
SBUX

Brady Brewer, CEO, International at Starbucks Corp (SBUX), sold 588 shares on April 17, 2026 under a Rule 10b5-1 trading plan, generating $58,800 in proceeds. The transaction was reported on a Form 4 filed April 21, 2026. Analysts continue to offer divergent ratings and price targets ahead of the company’s fiscal second-quarter report.

Key Points

  • Brady Brewer sold 588 shares at $100.00 each on April 17, 2026 under a Rule 10b5-1 plan, totaling $58,800.
  • After the sale, Brewer directly holds 83,787.502 shares; Starbucks stock traded at $97.83 with a market cap of $111.28 billion.
  • Analysts hold varied views ahead of fiscal Q2 — ratings range from Neutral to Buy with price targets between $100 and $122.

Summary of transaction

Brady Brewer, who serves as CEO, International at Starbucks Corp (NASDAQ:SBUX), sold 588 shares of Starbucks common stock on April 17, 2026. The shares were sold at a price of $100.00 each, producing total proceeds of $58,800. The sale was carried out pursuant to a Rule 10b5-1 trading plan that Mr. Brewer adopted on December 3, 2025. The details of the transaction were disclosed in a Form 4 filing with the Securities and Exchange Commission on April 21, 2026.

Post-sale holdings and market context

Following the disposition, Mr. Brewer directly holds 83,787.502 shares of Starbucks common stock. At the time of reporting, Starbucks shares were trading at $97.83 and the company’s market capitalization stood at $111.28 billion. An InvestingPro analysis noted in the filing commentary suggests that the company appears overvalued at current levels.

Dividend and shareholder context

An InvestingPro tip included with the filing information points out that Starbucks has increased its dividend for 16 consecutive years. The current dividend yield referenced in that tip is 2.54%.

Analyst views ahead of fiscal Q2

Several brokerages have published or reiterated ratings and price targets as Starbucks approaches its fiscal second-quarter earnings report. The recent assessments present a range of expectations for sales, earnings, and operational momentum:

  • UBS reiterated a Neutral rating and set a $100 price target, projecting U.S. same-store sales growth in the range of 5% to 7%, which the note indicates is above the consensus figure of 3.9%.
  • Stifel increased its price target to $115 from $105 and kept a Buy rating, expecting reported earnings to be consistent with the Street’s EPS estimate of $0.42.
  • RBC Capital maintained a Sector Perform rating with a $105 price target, forecasting a revenue beat but flagging concerns over EBIT and earnings per share.
  • Tigress Financial resumed coverage with a Buy rating and assigned a $122 price target, citing an operational revival and global expansion as primary growth drivers.
  • Deutsche Bank reiterated a Buy rating with a $114 price target and projected 6% U.S. same-store sales growth, supported by improved operations and marketing efforts.

These analyst notes underscore a divergence of views on Starbucks’ near-term performance, with estimates varying on same-store sales, margins, and the company’s ability to translate operational improvements into earnings.


Disclosure

Transaction details were reported on a Form 4 filed with the SEC on April 21, 2026.

Risks

  • Market valuation may be perceived as elevated - InvestingPro analysis indicates Starbucks appears overvalued, which could affect investor sentiment and equity markets.
  • Operational and earnings uncertainty - RBC Capital flagged potential concerns over EBIT and earnings per share, introducing risk to near-term profitability and equity performance.
  • Divergent analyst expectations - Contrasting forecasts for same-store sales and earnings create uncertainty for investors assessing Starbucks’ upcoming fiscal results.

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